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Sumitomo Mitsui DS Asset Management’s Phillips 66 PSX Stock Holding History

Sumitomo Mitsui DS Asset Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.18M Buy
54,278
+2,412
+5% +$415K 0.06% 240
2026
Q1 		$9.45M Buy
51,866
+1,030
+2% +$161K 0.08% 212
2025
Q4 		$6.56M Buy
50,836
+542
+1% +$73K 0.05% 256
2025
Q3 		$6.84M Sell
50,294
-9,992
-17% -$1.28M 0.06% 254
2025
Q2 		$7.19M Buy
60,286
+11,060
+22% +$1.24M 0.06% 227
2025
Q1 		$6.08M Buy
49,226
+929
+2% +$114K 0.06% 248
2024
Q4 		$5.5M Buy
48,297
+3,915
+9% +$498K 0.06% 261
2024
Q3 		$5.83M Buy
44,382
+540
+1% +$72.9K 0.06% 243
2024
Q2 		$6.19M Buy
43,842
+708
+2% +$105K 0.07% 215
2024
Q1 		$7.05M Buy
43,134
+2,526
+6% +$364K 0.09% 196
2023
Q4 		$5.41M Buy
40,608
+207
+0.5% +$24.7K 0.07% 248
2023
Q3 		$4.85M Buy
40,401
+127
+0.3% +$14.3K 0.08% 216
2023
Q2 		$3.84M Buy
40,274
+213
+0.5% +$20.7K 0.06% 263
2023
Q1 		$4.06M Buy
40,061
+2,952
+8% +$300K 0.07% 221
2022
Q4 		$3.86M Sell
37,109
-7,755
-17% -$793K 0.08% 211
2022
Q3 		$3.62M Buy
44,864
+812
+2% +$69.2K 0.08% 197
2022
Q2 		$3.61M Buy
44,052
+4,128
+10% +$382K 0.09% 198
2022
Q1 		$3.45M Sell
39,924
-1,482
-4% -$125K 0.07% 228
2021
Q4 		$3M Buy
41,406
+2,180
+6% +$165K 0.06% 260
2021
Q3 		$2.75M Buy
39,226
+2,204
+6% +$160K 0.06% 265
2021
Q2 		$3.18M Buy
37,022
+858
+2% +$72.4K 0.08% 228
2021
Q1 		$2.95M Sell
36,164
-1,505
-4% -$118K 0.08% 227
2020
Q4 		$2.63M Buy
37,669
+772
+2% +$45.3K 0.07% 225
2020
Q3 		$1.91M Buy
36,897
+9,919
+37% +$605K 0.06% 264
2020
Q2 		$1.94M Sell
26,978
-23,865
-47% -$1.69M 0.07% 232
2020
Q1 		$2.73M Buy
50,843
+20,918
+70% +$1.7M 0.11% 162
2019
Q4 		$3.33M Sell
29,925
-541
-2% -$60.8K 0.11% 183
2019
Q3 		$3.12M Buy
30,466
+2,454
+9% +$246K 0.12% 185
2019
Q2 		$2.62M Sell
28,012
-2,876
-9% -$258K 0.11% 193
2019
Q1 		$2.94M Buy
30,888
+1,554
+5% +$148K 0.05% 281
2018
Q4 		$2.53M Sell
29,334
-1,128
-4% -$110K 0.05% 272
2018
Q3 		$3.43M Sell
30,462
-180
-0.6% -$20.8K 0.05% 256
2018
Q2 		$3.44M Buy
30,642
+393
+1% +$44.2K 0.05% 259
2018
Q1 		$2.9M Sell
30,249
-1,588
-5% -$155K 0.04% 299
2017
Q4 		$3.22M Sell
31,837
-1,820
-5% -$173K 0.05% 285
2017
Q3 		$3.08M Sell
33,657
-1,691
-5% -$143K 0.05% 266
2017
Q2 		$2.92M Sell
35,348
-3,588
-9% -$282K 0.05% 283
2017
Q1 		$3.08M Buy
38,936
+3,216
+9% +$259K 0.05% 276
2016
Q4 		$3.09M Sell
35,720
-539
-1% -$44.8K 0.06% 254
2016
Q3 		$2.92M Sell
36,259
-667
-2% -$51.8K 0.06% 262
2016
Q2 		$2.93M Sell
36,926
-2,951
-7% -$241K 0.09% 206
2016
Q1 		$3.45M Buy
39,877
+1,057
+3% +$85.9K 0.11% 184
2015
Q4 		$3.17M Sell
38,820
-1,757
-4% -$152K 0.11% 190
2015
Q3 		$3.12M Sell
40,577
-421
-1% -$33.5K 0.11% 198
2015
Q2 		$3.3M Sell
40,998
-2,589
-6% -$206K 0.1% 205
2015
Q1 		$3.42M Sell
43,587
-4,523
-9% -$332K 0.1% 198
2014
Q4 		$3.45M Sell
48,110
-4,518
-9% -$333K 0.11% 198
2014
Q3 		$4.28M Sell
52,628
-5,459
-9% -$454K 0.13% 174
2014
Q2 		$4.67M Sell
58,087
-2,080
-3% -$171K 0.13% 172
2014
Q1 		$4.64M Sell
60,167
-5,046
-8% -$384K 0.14% 155
2013
Q4 		$5.03M Sell
65,213
-6,089
-9% -$406K 0.15% 152
2013
Q3 		$4.12M Sell
71,302
-4,120
-5% -$239K 0.12% 171
2013
Q2 		$4.44M Buy
+75,422
New +$4.74M 0.13% 159

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's PSX Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Phillips 66 (PSX) stake by 4.7% in Q2 2026, buying an estimated $415K and bringing the position to 54,278 shares worth $9.18M. The position accounts for 0.06% of the portfolio, ranked #240.

Sumitomo Mitsui DS Asset Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.45M in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 54,278 shares of Phillips 66 worth $9.18M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 2,412 Phillips 66 shares in Q2 2026, an estimated $415K.
  • Phillips 66 made up 0.06% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #240 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui DS Asset Management's Phillips 66 position peaked at $9.45M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.